Marsico Capital Management’s TransDigm Group TDG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-166,335	Closed	-$30.8M	–	100
2014 Q1	$30.8M	Buy	166,335 +63,818	+62%	+$11.8M	0.22%	59
2013 Q4	$16.5M	Buy	+102,517	New	+$16.5M	0.12%	79
2013 Q3	–	Sell	-105,029	Closed	-$16.5M	–	118
2013 Q2	$16.5M	Buy	+105,029	New	+$16.5M	0.1%	78